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How do I create my first invoice?

Make sure you have clicked the Invoices tab

1. Click the   button

2. If you haven't entered the details of your customer go to step 3 otherwise skip to step 5

3. Click the button if you haven't entered the customer's details yet

4. After entering their details close the Add a New Customer form by clicking the button.  This will take you back to the invoice you were creating.

5. Now select a customer using any of the three pink pull-down lists.  Tip - when you start having a lot of customers in your database begin typing the Company Name, First Name or Last Name in the relevant pull-down list and it will skip down the list as you type.

6. You can now go to the yellow field in the form labelled "Enter the invoice number you wish to begin with"  (This field is only shown for the first invoice you create).  Any invoices you create after this one will automatically increment to the next invoice number.

7. Now type the description of what you are invoicing the customer for. e.g. "Computer Tuition - Microsoft Word Intermediate" in the Description field

8. You can now use two optional grey fields - Enter the number of hours (e.g. 2.5 for two and a half hours) and then the Hourly Rate (e.g. £10.50) then pres the tab key.  This item on the invoice will be calculated for you automatically

9.  Alternatively just type the amount of the item in the item cost field (excluding VAT)

10. If you wish to add more items to the invoice use the next row (and the next etc.)  as you skip to the next item the total will recalculate.

11. If you wish to show a discount on the invoice you can either type the amount you wish to subtract or the percentage

12. You can manually over-type the date of the invoice is you wish.  Tip - type all dates in the database 17/2/2002 format on the number pad on the right of your keyboard for speed.  (The date will be reformatted.

13. If you wish to preview the Invoice before it is printed out click the button, otherwise click the button to print it out.

14. Now click the button to return to the switchboard or the button if you wish to continue with your next invoice.

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